https://minutesof.com/on/prediction/ Everyone on the record about prediction: 42 verbatim quotes from 10 people, October 2010 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:09 +0000 https://minutesof.com/q/d7430471-96f9-4f6c-ad64-9ed2e8926310/ https://minutesof.com/q/d7430471-96f9-4f6c-ad64-9ed2e8926310/ “So he's making this a political thing for Canada, and my guess will be as soon as his elections are over, you're gonna see a plane full of Canadian negotiators flying down” — Howard Lutnick, Forbes Breaking News Thu, 27 Aug 2026 20:30:25 +0000 prediction https://minutesof.com/q/4539a2dc-69c6-4f11-a40c-8a82c9735292/ https://minutesof.com/q/4539a2dc-69c6-4f11-a40c-8a82c9735292/ “I think there will be a return on all of this capex and this is temporary market volatility amplified by leverage.” — David Sacks, All-In Podcast Sat, 01 Aug 2026 04:16:11 +0000 prediction https://minutesof.com/q/bded6996-5805-4025-ac81-d5f3dc6e1ad6/ https://minutesof.com/q/bded6996-5805-4025-ac81-d5f3dc6e1ad6/ “And when you take a look at those businesses as a modern day AI operator, you're like, what the hell?” — David Friedberg, All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 prediction https://minutesof.com/q/375ff96b-275b-4fb9-b42b-c46c8c092046/ https://minutesof.com/q/375ff96b-275b-4fb9-b42b-c46c8c092046/ “And when you take a look at those businesses as a modern day AI operator, you're like, what the hell? This thing is so underutilized.” — David Friedberg, All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 prediction https://minutesof.com/q/798fe64b-4568-417f-b494-0c5610d614c8/ https://minutesof.com/q/798fe64b-4568-417f-b494-0c5610d614c8/ “My estimate is in a few years, they're gonna be the largest AI hyperscaler in The United States.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 prediction https://minutesof.com/q/ff90aee0-eaa9-45e9-86bc-4c6d98a0c673/ https://minutesof.com/q/ff90aee0-eaa9-45e9-86bc-4c6d98a0c673/ “So I wrote in a memo recently this year, and I think it's true that if this technological innovation with its exuberance doesn't produce a money losing bubble, it'll be the first.” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 prediction https://minutesof.com/q/44c831c5-138e-45c3-8b54-9ad0278248ff/ https://minutesof.com/q/44c831c5-138e-45c3-8b54-9ad0278248ff/ “And then as the horizon of AI models gets longer, right, rather than a question answer immediately, the question answer becomes ten minutes, hours, days, the value of all the reasoning is gone.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 prediction https://minutesof.com/q/129e13e6-5fbe-4081-95ac-46eb801a1f02/ https://minutesof.com/q/129e13e6-5fbe-4081-95ac-46eb801a1f02/ “I've said before, I think NVIDIA will be the first $10,000,000,000,000 company. I you know, as I sit here, you know, in in May '26, I believe that to be true.” — Brad Gerstner, Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 prediction https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ “The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.” — Marc Rowan, CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 prediction https://minutesof.com/q/f1c96d04-4b75-4e18-b602-59c0af6c1688/ https://minutesof.com/q/f1c96d04-4b75-4e18-b602-59c0af6c1688/ “I would say if you think you know what's gonna happen, you don't know understand what's going on.” — Howard Marks, CNBC Television Thu, 05 Mar 2026 17:25:57 +0000 prediction https://minutesof.com/q/e0738fd2-992a-4f2f-953e-3dceeb6a4864/ https://minutesof.com/q/e0738fd2-992a-4f2f-953e-3dceeb6a4864/ “I would say if you think you know what's gonna happen, you don't know understand what's going on. We're at the we're in the first inning of a very long unpredictable game.” — Howard Marks, CNBC Television Thu, 05 Mar 2026 17:25:57 +0000 prediction https://minutesof.com/q/9592cbe3-238d-4085-a82d-e3bc436c5f4a/ https://minutesof.com/q/9592cbe3-238d-4085-a82d-e3bc436c5f4a/ “I've lived through four, the Internet, cloud computing, mobile computing, and now we're entering the age of AI. It will be bigger than the Internet itself.” — Brad Gerstner, Fox Business Mon, 02 Mar 2026 03:00:34 +0000 prediction https://minutesof.com/q/032db1f1-cd48-4596-aa51-6264ee38b555/ https://minutesof.com/q/032db1f1-cd48-4596-aa51-6264ee38b555/ “I predict that individuals will be at least as big as institutions in their alternative bucket.” — Marc Rowan, Marsh Fri, 06 Feb 2026 21:54:43 +0000 prediction https://minutesof.com/q/9f595d0f-1590-42b0-9d8e-73575e798d3c/ https://minutesof.com/q/9f595d0f-1590-42b0-9d8e-73575e798d3c/ “I had to make a podcast prediction for 2026 three weeks ago, and I said fall of the Iranian regime in 2026. I think I'm going to see that” — Sir Richard Dearlove, TalkTV Fri, 09 Jan 2026 15:15:01 +0000 prediction https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ “I think the most important thing that's going to happen in the world, in this world, in the next three to four years is data centers in space.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 prediction https://minutesof.com/q/08ba00ed-4f3b-440e-aaff-4254135f5030/ https://minutesof.com/q/08ba00ed-4f3b-440e-aaff-4254135f5030/ “I think the first Blackwell model will come from xAI. And the reason for that is just according to Jensen, no one builds data centers faster than Elon.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 prediction https://minutesof.com/q/fed74b86-f74a-4fd4-a917-b7be6526e7a7/ https://minutesof.com/q/fed74b86-f74a-4fd4-a917-b7be6526e7a7/ “It will not surprise me that we end up with an S and P 500 index and an index of companies that are private.” — Marc Rowan, CNBC Television Wed, 03 Sep 2025 12:01:15 +0000 prediction https://minutesof.com/q/52cfd9c3-092c-41b0-b9e9-0183d2cf2b69/ https://minutesof.com/q/52cfd9c3-092c-41b0-b9e9-0183d2cf2b69/ “It will not surprise me to have large manufacturing consumer companies that are private in the future.” — Marc Rowan, CNBC Television Wed, 03 Sep 2025 12:01:15 +0000 prediction https://minutesof.com/q/15ff7e1b-6ed8-4f85-8995-66a07a8dbd66/ https://minutesof.com/q/15ff7e1b-6ed8-4f85-8995-66a07a8dbd66/ “They've invited the president to China. The president has suggested he's going to go to China the first week of September, sometime between September and November.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 prediction https://minutesof.com/q/25e9c201-8034-47cb-a84e-09aa9e5a7ba0/ https://minutesof.com/q/25e9c201-8034-47cb-a84e-09aa9e5a7ba0/ “So this opens up the door to this whole new therapeutic modality, a new type of therapy called mitotherapy or mitochondrial therapy that based on the series of papers that we're seeing coming out recently, I believe could end up becoming a really incredible new therapy that may ultimately lead to the treatment for many diseases” — David Friedberg, All-In Podcast Wed, 23 Apr 2025 20:53:33 +0000 prediction https://minutesof.com/q/19600c22-99b0-4a8a-8509-b93431eb62ef/ https://minutesof.com/q/19600c22-99b0-4a8a-8509-b93431eb62ef/ “I think this super cycle is going to be bigger than all the other super cycles put together like I think this is what we're going to be investing again against for decades to come.” — Brad Gerstner, Hoover Institution Tue, 10 Dec 2024 20:07:35 +0000 prediction https://minutesof.com/q/b7c859f0-eb1a-4678-a3f5-303b09d57b31/ https://minutesof.com/q/b7c859f0-eb1a-4678-a3f5-303b09d57b31/ “Eighteen months from now, I do not believe investors will actually know the difference between investment grade public and investment grade private.” — Marc Rowan, Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 prediction https://minutesof.com/q/32e41965-e71c-4cce-9c70-fcdf24710592/ https://minutesof.com/q/32e41965-e71c-4cce-9c70-fcdf24710592/ “I think the world will be surprised by how much we see acceleration and advancement in productivity in ag and food systems in the next ten years.” — David Friedberg, Future of Agriculture Wed, 11 Sep 2024 02:49:00 +0000 prediction https://minutesof.com/q/c304f051-e000-4105-9f77-a238afcbcfa2/ https://minutesof.com/q/c304f051-e000-4105-9f77-a238afcbcfa2/ “I think the world will be surprised by how much we see acceleration and advancement in productivity in ag and food systems in the next ten years.” — David Friedberg, Future of Agriculture Wed, 11 Sep 2024 02:49:00 +0000 prediction https://minutesof.com/q/709fd42c-9df4-4490-99a0-edfa9e399043/ https://minutesof.com/q/709fd42c-9df4-4490-99a0-edfa9e399043/ “Because there's going to be less friction and we're going to be able to use the tools that entrepreneurs know how to use to be successful.” — Bill Gurley, Qualia Wed, 01 May 2024 17:09:06 +0000 prediction https://minutesof.com/q/b38b9121-d99a-424e-835d-2a3de26488c6/ https://minutesof.com/q/b38b9121-d99a-424e-835d-2a3de26488c6/ “And if if they ever kept a scorecard on the things that they wrote about what's gonna happen tomorrow, they would see that on average they get it right half the time” — Howard Marks, David Perell Wed, 21 Feb 2024 13:20:30 +0000 prediction https://minutesof.com/q/cfd3f479-3c10-46cb-848d-e02ca3829c36/ https://minutesof.com/q/cfd3f479-3c10-46cb-848d-e02ca3829c36/ “We're going to deploy more compute on a global basis next year than all the compute ever deployed by humanity combined. That's how much compute is going to drive these training models.” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 prediction https://minutesof.com/q/b178d49a-c0c4-4568-85ea-42cf42e357a7/ https://minutesof.com/q/b178d49a-c0c4-4568-85ea-42cf42e357a7/ “I think retail investors high net worth are gonna be 50% allocated to alternatives in the next five years. Now 50.” — Marc Rowan, Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 prediction https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ “I'll be shocked if five years from now the business model of a regional bank looks like what they do today.” — Marc Rowan, Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 prediction https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ “So we've increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 prediction https://minutesof.com/q/7355c8e5-4197-470c-8281-d197d4136d8a/ https://minutesof.com/q/7355c8e5-4197-470c-8281-d197d4136d8a/ “And I said and I have my board, and I said, here's all the things you're gonna be able to do with superconductors in the future, and it's gonna totally change the world.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 prediction https://minutesof.com/q/ea43ecd9-3c10-467a-a69a-398a8b9c1251/ https://minutesof.com/q/ea43ecd9-3c10-467a-a69a-398a8b9c1251/ “People have talked about kind of, you know, the opening up of LinkedIn where people go into more specific verticals and are able to drive better outcomes, real work opportunities right away.” — Bill Gurley, CNBC Television Fri, 09 Jul 2021 16:31:30 +0000 prediction https://minutesof.com/q/311b472c-4986-41a6-9a10-95c9e52cce4f/ https://minutesof.com/q/311b472c-4986-41a6-9a10-95c9e52cce4f/ “So Pax Americana will become for those of you who are Latinists, Pax Americana et Sericana.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 prediction https://minutesof.com/q/a686afe5-c8e9-47d2-9adc-e33f5036d654/ https://minutesof.com/q/a686afe5-c8e9-47d2-9adc-e33f5036d654/ “I didn't bet against them, but I chose not to bet for them because I made the argument consumers will only buy stuff that's cheaper and taste as good, and I was wrong.” — David Friedberg, All-In Podcast Sat, 19 Sep 2020 04:41:45 +0000 prediction https://minutesof.com/q/518a6cea-80b9-442c-b962-4475fb7504b5/ https://minutesof.com/q/518a6cea-80b9-442c-b962-4475fb7504b5/ “So there's gonna, I think there's gonna be a staged release of vaccines that'll probably, believe it or not, start in Q4 of this year.” — David Friedberg, All-In Podcast Sat, 20 Jun 2020 02:45:29 +0000 prediction https://minutesof.com/q/309804ce-a023-4a59-a4f8-4a3dd8cd2a8b/ https://minutesof.com/q/309804ce-a023-4a59-a4f8-4a3dd8cd2a8b/ “I think there's gonna be a staged release of vaccines that'll probably believe it or not, start in q four of this year, and there's been production ramp up going on in parallel to testing.” — David Friedberg, All-In Podcast Sat, 20 Jun 2020 01:15:25 +0000 prediction https://minutesof.com/q/456317d1-fbb5-4ed3-96bb-b31de2750144/ https://minutesof.com/q/456317d1-fbb5-4ed3-96bb-b31de2750144/ “One of the things that, you know, I have a strong belief in is like, I think in twenty years we could kind of eradicate all infectious disease.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:18:18 +0000 prediction https://minutesof.com/q/106ff05b-2489-4b06-a4dc-772798ab474a/ https://minutesof.com/q/106ff05b-2489-4b06-a4dc-772798ab474a/ “The metaverse is simply a series of connected virtual worlds that I firmly believe a majority of people will spend a majority of their waking hours in within my lifetime.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 prediction https://minutesof.com/q/fcaf1655-8cfc-4eaa-b25c-44d11dec4058/ https://minutesof.com/q/fcaf1655-8cfc-4eaa-b25c-44d11dec4058/ “I think it is inevitable that a majority of people will spend a majority of their waking hours in virtual worlds within our lifetimes.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 prediction https://minutesof.com/q/ccc19b0f-9f77-479c-881e-8c21ee1e0dfe/ https://minutesof.com/q/ccc19b0f-9f77-479c-881e-8c21ee1e0dfe/ “So the prediction is we'll have Hyperloop working in about twenty four months on a two mile track and hit over 700 miles per hour, and we can go faster than that.” — Bill Gurley, ChurchillClub Sat, 23 May 2015 01:16:56 +0000 prediction https://minutesof.com/q/9f05d634-82ad-44a5-98db-32aac881326f/ https://minutesof.com/q/9f05d634-82ad-44a5-98db-32aac881326f/ “we spent the last thirty to forty years putting computing technology inside the enterprise Right. And we're gonna spend the next ten pulling it out.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 prediction https://minutesof.com/q/338318fb-fedf-4a34-bc8a-01fd0e392000/ https://minutesof.com/q/338318fb-fedf-4a34-bc8a-01fd0e392000/ “Well, at some point, I think they're gonna be spending more dollars avoiding public than being public. It's just going be more of a hassle.” — Bill Gurley, TechCrunch Fri, 01 Oct 2010 23:16:15 +0000 prediction